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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
5651
Howard Bailey Securities
Fort Wayne,
Indiana
| $267M | +$23.4M | +10% | 9.61% | – | 145 | 32.41% | 1.1 |
|
|
SSA
5652
SSA Swiss Advisors
Zurich,
| $266M | +$50.9M | +24% | 14.4% | – | 113 | 22.12% | 0.9 |
|
|
MH
5653
Mishpacha Holdings
Road Town,
| $266M | +$143M | +116% | 166% | – | 6 | 66.67% | 0.2 |
|
5654
Forager Capital Management
Birmingham,
Alabama
| $266M | +$65.1M | +32% | 30.6% | 52.6% | 11 | 18.18% | 2.6 |
|
5655
Retirement Guys Formula
Maumee,
Ohio
| $266M | +$48.2M | +22% | 13% | 75.7% | 168 | 14.29% | 1.8 |
|
5656
Vawter Financial
Columbus,
Ohio
| $266M | +$27.8M | +12% | 10.3% | 48% | 131 | 6.87% | 1 |
|
5657
IMPACTfolio
Denver,
Colorado
| $266M | +$30.2M | +13% | 12.3% | 58.8% | 37 | 5.41% | 2.7 |
|
5658
Ballentine Capital Advisors
Greenville,
South Carolina
| $265M | +$23.8M | +10% | 9.53% | 48.8% | 28 | 10.71% | 2.2 |
|
|
WFA
5659
WMG Financial Advisors
Knoxville,
Tennessee
| $265M | +$25.7M | +11% | 12.7% | 73.8% | 116 | 23.28% | 2.4 |
|
5660
Caldwell Sutter Capital
Sausalito,
California
| $265M | +$19.3M | +8% | 12.7% | 79.5% | 957 | 9.82% | 2.6 |
|
5661
Strategic Financial Partners
Bend,
Oregon
| $265M | +$33.6M | +15% | 12.7% | 54.8% | 91 | 14.29% | 3.7 |
|
5662
Hippocratic Financial Advisors
Westlake Village,
California
| $265M | +$37.1M | +16% | 8.01% | – | 41 | 24.39% | 0.9 |
|
|
PI
5663
Pachira Investments
Dana Point,
California
| $265M | +$51M | +24% | 19.2% | 82.3% | 81 | 14.81% | 2.7 |
|
5664
Mount Capital
London,
United Kingdom
| $265M | +$16.8M | +7% | 9.05% | 34.4% | 18 | 5.56% | 4 |
|
5665
MYeCFO
La Jolla,
California
| $265M | +$26M | +11% | 10.7% | 58.5% | 73 | 9.59% | 2.4 |
|
|
GL
5666
GHE LLC
Memphis,
Tennessee
| $265M | +$24.2M | +10% | 12% | 188% | 58 | 6.9% | 2.5 |
|
5667
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $265M | +$28.6M | +12% | 16.1% | – | 131 | 14.5% | 1.8 |
|
5668
Washington University
St Louis,
Missouri
| $265M | +$105M | +65% | 16.6% | 44% | 4 | 75% | 1.3 |
|
5669
Keystone Global Partners
Denver,
Colorado
| $265M | +$39.2M | +17% | 15.5% | – | 60 | 15% | 1 |
|
5670
St. Johns Investment Management
Jacksonville,
Florida
| $264M | +$26.7M | +11% | 15.4% | 91.9% | 204 | 6.86% | 6.6 |
|
5671
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $264M | +$37.3M | +16% | 14.8% | – | 107 | 24.3% | 1.2 |
|
5672
Verity Asset Management
Durham,
North Carolina
| $264M | +$26M | +11% | 11.3% | 87% | 248 | 24.19% | 2.9 |
|
5673
Boyd Wealth Management
Sacramento,
California
| $264M | +$27.7M | +12% | 11.7% | 56.8% | 51 | 13.73% | 3.3 |
|
5674
Corecam Pte Ltd
Singapore,
| $264M | +$33.4M | +14% | 3.94% | 93.6% | 90 | 36.67% | 0.6 |
|
5675
Wayfinding Financial
Lynnwood,
Washington
| $264M | +$33.7M | +15% | 14.1% | 68.3% | 179 | 16.76% | 1.4 |
|